PDGIX Mutual Fund

PDGIX Mutual Fund

NAV$93.20
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Returns Overview

1 Month
+4.98%
3 Months
+2.47%
6 Months
+7.73%
YTD
+12.90%
1 Year
+16.10%
3 Years (annualized)
+18.34%
5 Years (annualized)
+9.62%
10 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+10.80%
vs Peers
+2.10%

PDGIX Mutual Fund Performance

PDGIX performance across multiple time periods: 1-month 4.98%, YTD 12.90%, 1-year 16.10%, 3-year 18.34%, 5-year 9.62%, 10-year 13.47%.

PDGIX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

PDGIX vs another fund shows side-by-side returns. PDGIX alternatives are available in the Mutual Fund Screener.